Filed March 6, 2018
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $119,657 |
MERCER1 year Filed as: MERCER INVESTMENT MGMT Service code 27 · EIN 30-0282430 | Advisory (Plan) | $29,986 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,095 | $69,159+46.2% | $125,175-19.2% | $67,579+49.6% |
| Participation rate | 92.3% | 78.2%+14.1pp | 79.8%+12.5pp | 71.3%+21.0pp |
| Annual return | 29.03% | 27.12%+1.9pp | 43.79%-14.8pp | 378.56%-349.5pp |
| Employer contribution / active EE | $3,815 | $2,023+88.5% | $3,865-1.3% | $2,148+77.6% |
| Participant deferral / active EE | $6,874 | $3,700+85.8% | $4,937+39.2% | $3,539+94.2% |
| Admin fee / account holder | $204 | $142+44.2% | $9,702-97.9% | $142+43.7% |